EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,787
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$18.4M
3
+$15.6M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$14M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.98%
2 Financials 5.06%
3 Consumer Discretionary 3.91%
4 Industrials 3.36%
5 Healthcare 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$29K 0.01%
+5,960
552
$29K 0.01%
+10,000
553
$28K 0.01%
+636
554
$28K 0.01%
+101
555
$28K 0.01%
+511
556
$28K 0.01%
+125
557
$28K 0.01%
+594
558
$28K 0.01%
+42
559
$28K 0.01%
+270
560
$28K 0.01%
+56
561
$28K 0.01%
+120
562
$28K 0.01%
+531
563
$27K 0.01%
+148
564
$27K 0.01%
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565
$27K 0.01%
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566
$27K 0.01%
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567
$27K 0.01%
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568
$27K 0.01%
+833
569
$27K 0.01%
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570
$27K 0.01%
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571
$27K 0.01%
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572
$27K 0.01%
+353
573
$27K 0.01%
+536
574
$27K 0.01%
+360
575
$27K 0.01%
+1,268
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